One system for guests, venues, suppliers, and the budget that ties them together

Events are not a sales pipeline

Most CRMs treat every business the same: contacts, deals, activities. That model works for straightforward B2B sales. It does not work for events.

An event management company needs to track guests with dietary requirements and RSVP statuses. Coordinate multiple suppliers with different booking stages. Manage venue relationships and commission structures. Build detailed timelines with vendor arrival times and activity schedules. Generate quotes that separate client pricing from internal costs. Collect and analyse post-event feedback.

Try doing that in HubSpot. You will end up with a CRM for your sales pipeline, a spreadsheet for your guest lists, another spreadsheet for your budgets, a shared drive for supplier contracts, and a Google Form for feedback. Five systems, none of them connected, all of them creating work instead of reducing it.

What we build

Guest management

Full guest list management with RSVP tracking, dietary requirements, table assignments, and plus-one handling. Bulk import from CSV for large events. QR code generation for check-in on the day. Your team sees real-time attendance numbers without counting rows in a spreadsheet.

Venue and supplier coordination

Every event has a network of suppliers. We build a system where each supplier is linked to the event with a clear status workflow: enquired, booked, confirmed, paid. Arrival times, service descriptions, and contact details in one place. Venues tracked with capacity, commission rates, and relationship history.

Financial control

Quoting with dual pricing: what the client pays and what it costs you. Automatic margin calculation at line item level. VAT handling. PDF quote generation and delivery tracking. When the event is confirmed, quotes convert to invoices with payment status tracking and overdue alerts.

For companies managing venue commissions, we build tracking workflows with status stages, outstanding balance calculations, and reporting. Revenue that is owed to you should not live in a spreadsheet.

Timelines and run sheets

Event agendas built inside the CRM. Start times, end times, vendor assignments, activity schedules, and status tracking for each item. Your team can see the full run sheet for any event without searching through email threads or shared documents.

Post-event feedback

Branded feedback forms sent automatically after each event. Satisfaction scores, recommendation likelihood, and component-specific ratings collected and aggregated inside the CRM. Response rates, score trends, and sentiment analysis available as dashboards, not manual exports.

Role-based access

Not everyone needs to see everything. Event producers see their events. The finance team sees invoices and commissions. Account managers see the pipeline. We build granular permissions so each team member sees exactly what they need and nothing they do not.

Why it matters commercially

Event management companies live and die on coordination. When information is scattered across five tools, things get missed. A supplier confirmation falls through. A dietary requirement is not communicated. A commission invoice is forgotten for months.

A purpose-built CRM does not just organise your data. It protects your margins, your client relationships, and your reputation. The operational detail that makes an event run smoothly is the same detail that a custom system is designed to capture.